CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Walter Haig's Personal Financial Health Checkup
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Online
8.00 Credits
This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: 10 Essential Movies, TV Shows, and Books for CPAs
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Online
1.00 Credits
You love movies. You enjoy TV. You read books. That's why this is the webinar for you. The best works in popular culture provide valuable lessons in how to live your life well. Sometimes they show what *not* to do, which is just as important. A good story well told is the best way to learn what it means to be both a successful CPA and an honorable human being. This dynamic one-hour presentation will provide you with a list of recommended movies, TV shows and books that are enjoyable, provocative (in the best way), and guaranteed to yield rich dividends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 405: Designing Internal Controls for Smaller Entities
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Online
2.00 Credits
Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for designing or evaluating the design of internal controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
You are not required to be a professional to prepare tax returns, but you are required to abide by regulations when preparing tax returns and representing clients with the IRS. Circular 230 is the guidebook that the United States Treasury uses to regulate those activities. Every year, return preparers are sanctioned, penalized, and sometimes imprisoned for violating various statutes and regulations. If a substantial amount of your CPA firm's revenue comes from tax preparation, this course is a must. Every year, return preparers violate these regulations, and are caught by the IRS. This presentation will help the CPA know the rules so they can stay in compliance with confidence while providing their client with tax preparation and IRS representation service. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Online
2.00 Credits
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some efficiency gains that could be achieved by using a variety of Excel's lookup functions. Veteran Excel users, who are aware of the VLOOKUP function, are also painfully aware of its limitations--especially that it cannot go left. We will explore how to bypass VLOOKUP's limitations by nesting functions and by moving beyond VLOOKUP altogether.
How Machines Are Coming Alive and Ruling the World
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Online
2.00 Credits
The course provides a concise overview of the Internet of Things (IoT), a global ecosystem of advanced technologies that connect objects to the Internet, each other and people. Discover how new IoT apps and devices are being used to increase operational efficiency, develop post-transaction relationships, and create new revenue streams in enterprises worldwide. You'll walk away with a fundamental understanding of IoT applications and their potential to help accountants boost their relevance, value, and revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Monthly Federal Tax Updates - April 2024
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Online
2.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.
Payroll Essentials: The Payroll Cycle of Life
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Online
2.00 Credits
Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you pull back the curtain, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on various government forms. This course will provide a general introduction to the payroll cycle of life, including real life examples of how to process payroll, the withholding and payroll tax deposit regime, common payroll forms, and tips and tricks for tying it all together. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Intro to Remaining "Most Common" Form 990 Schedules: D & G
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Online
2.50 Credits
Session 8 of Borenstein's Form 990 Foundational Series: Schedule G is a top five 'most common substantive'' Schedule as it details with more specificity than the Core Form a filer's revenue capture and the direct expenses from a filer's galas (i.e., fundraising events) and non-event fundraising sales, as well as reportings on the conduct of gaming activities. Schedule G also applies if the filer has used a professional fundraiser. Schedule D's parts are there to denote financial information as well as compliance points and/or data-capture the IRS seeks when a filer has certain assets on its balance sheet. Schedule D also requires input of audited financial statements' footnote specifying whether or not an uncertain tax position has been taken. This session highlights not only what informs the IRS' inquiries in each of these Schedules, and also notes how the required disclosures are used by the IRS and State/local regulators as well as by the public at large. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
PCAOB Updates
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Online
1.00 Credits
Understand the complexities of PCAOB updates. Understand the new requirements of recently approved PCAOB amendments to the auditing standards and the auditor's key responsibilities in response to the amendments. Learn to sort through the complexities to identify and apply them to the audit of a public company.
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
Auditing Revenue Recognition - Grasping the Higher Risks and Special Audit Considerations will provide tips and techniques for obtaining sufficient and appropriate audit evidence to support conclusions related to accounting for revenues obtained from contracts with customers. Revenue recognition is presumed to be a significant risk for financial statement auditing purposes due to the increased risk of both fraud and error. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities in auditing revenues. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of Property Transactions
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Online
4.00 Credits
Understand taxation of property transactions Help your clients understand and correctly handle taxes associated with property transactions. Understand important property-related timing issues and planning opportunities that can lead to significant tax savings. Practical understanding Gain a practical understanding of the various complex tax laws dealing with the sale, disposal, or exchange of property. Understand the rules dealing with like-kind exchanges and involuntary conversions, all updated for tax reform.
Anticipate Development: Moving From Employee to Manager to Leader
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Online
1.00 Credits
(bold) Build essential management competencies Transitioning to a leadership position can raise issues you've never faced before. You must manage work that you may be unfamiliar with and supervise employees who might have previously been co-workers or staff with greater seniority. You need to understand the extent of your responsibilities and decision-making authority, and find ways to communicate expectations to your team. You may even be the one who has to make unpopular decisions. Excellence in technical or financial skills does not automatically translate to excellence in leading and supervising others, which is why it's essential to prepare yourself for your new role.
Financial Instruments and Leases
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Online
1.00 Credits
FASB Accounting Standards Update Understand FASB's important accounting and reporting areas: financial instruments and leases. Learn to assess and implement the new standards and guidance that are applicable to your practice.
QuickBooks - Know the Right Version for Your Client
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Online
2.00 Credits
QuickBooks Desktop has been the go-to solution for companies since 1984 (Intuit originally created Quicken for bank reconciliations) and has grown into a powerful tool to track business finances. QuickBooks Online is one of the fastest growing applications in the accounting market today. With its ability to be an "on-the-go" solution, many service providers, entrepreneurs, and other industries prefer to keep it simple and use QuickBooks Online. Understanding the pros and cons of QuickBooks Desktop and QuickBooks Online will help you advise your client on the best solution for their business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
Tax practitioners are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For tax practitioners preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.This course qualifies for IRS credit.
Surgent's Use the Data Model to Build More Powerful PivotTables
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Online
2.00 Credits
Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.
PowerPoint for Accountants
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Online
2.00 Credits
PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course's author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We also will explain how PowerPoint can be used for purposes other than delivering presentations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.